PFG Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.57M | Sell |
27,549
-820
| -3% | -$153K | 0.23% | 102 |
|
|
2026
Q1 | $5.87M | Sell |
28,369
-9,715
| -26% | -$1.77M | 0.29% | 81 |
|
|
2025
Q4 | $5.8M | Sell |
38,084
-11,607
| -23% | -$1.77M | 0.28% | 79 |
|
|
2025
Q3 | $7.72M | Buy |
49,691
+3,895
| +9% | +$603K | 0.32% | 76 |
|
|
2025
Q2 | $6.56M | Buy |
45,796
+4,494
| +11% | +$634K | 0.3% | 63 |
|
|
2025
Q1 | $6.91M | Buy |
41,302
+3,764
| +10% | +$589K | 0.39% | 64 |
|
|
2024
Q4 | $5.44M | Sell |
37,538
-1,802
| -5% | -$276K | 0.33% | 69 |
|
|
2024
Q3 | $5.79M | Buy |
39,340
+2,084
| +6% | +$310K | 0.37% | 64 |
|
|
2024
Q2 | $5.83M | Buy |
37,256
+12,728
| +52% | +$2.03M | 0.39% | 58 |
|
|
2024
Q1 | $3.87M | Buy |
24,528
+1,019
| +4% | +$154K | 0.28% | 89 |
|
|
2023
Q4 | $3.51M | Buy |
23,509
+87
| +0.4% | +$13.2K | 0.28% | 89 |
|
|
2023
Q3 | $3.95M | Sell |
23,422
-2,806
| -11% | -$453K | 0.35% | 73 |
|
|
2023
Q2 | $4.13M | Buy |
26,228
+1,051
| +4% | +$168K | 0.31% | 84 |
|
|
2023
Q1 | $4.11M | Buy |
25,177
+6,710
| +36% | +$1.12M | 0.34% | 78 |
|
|
2022
Q4 | $3.31M | Sell |
18,467
-130
| -0.7% | -$22.7K | 0.32% | 74 |
|
|
2022
Q3 | $2.67M | Buy |
18,597
+1,437
| +8% | +$219K | 0.31% | 84 |
|
|
2022
Q2 | $2.48M | Sell |
17,160
-467
| -3% | -$77.2K | 0.28% | 82 |
|
|
2022
Q1 | $2.87M | Buy |
17,627
+2,586
| +17% | +$371K | 0.29% | 75 |
|
|
2021
Q4 | $1.76M | Sell |
15,041
-1,296
| -8% | -$147K | 0.17% | 167 |
|
|
2021
Q3 | $1.66M | Sell |
16,337
-1,518
| -9% | -$151K | 0.18% | 165 |
|
|
2021
Q2 | $1.87M | Buy |
17,855
+244
| +1% | +$25.8K | 0.21% | 142 |
|
|
2021
Q1 | $1.84M | Buy |
17,611
+6,908
| +65% | +$675K | 0.24% | 129 |
|
|
2020
Q4 | $904K | Sell |
10,703
-505
| -5% | -$40.9K | 0.15% | 172 |
|
|
2020
Q3 | $827K | Sell |
11,208
-2,127
| -16% | -$179K | 0.16% | 170 |
|
|
2020
Q2 | $1.14M | Buy |
13,335
+364
| +3% | +$32.6K | 0.26% | 113 |
|
|
2020
Q1 | $1.08M | Sell |
12,971
-246
| -2% | -$24.3K | 0.29% | 103 |
|
|
2019
Q4 | $1.55M | Buy |
13,217
+1,047
| +9% | +$123K | 0.38% | 84 |
|
|
2019
Q3 | $1.38M | Buy |
12,170
+128
| +1% | +$15.5K | 0.38% | 79 |
|
|
2019
Q2 | $1.49M | Buy |
12,042
+1,650
| +16% | +$200K | 0.4% | 73 |
|
|
2019
Q1 | $1.25M | Sell |
10,392
-3,027
| -23% | -$358K | 0.38% | 83 |
|
|
2018
Q4 | $1.59M | Buy |
+13,419
| New | +$1.55M | 0.5% | 57 |
|
Other funds holding CVX
PFG Advisors's CVX Position: Q2 2026 in Review
PFG Advisors reduced its Chevron (CVX) stake by 2.9% in Q2 2026, selling an estimated $153K and leaving 27,549 shares worth $4.57M. The position accounts for 0.23% of the portfolio, ranked #102.
PFG Advisors first reported a position in CVX in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.72M in Q3 2025. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- PFG Advisors held 27,549 shares of Chevron worth $4.57M as of Q2 2026.
- PFG Advisors sold 820 Chevron shares in Q2 2026, an estimated $153K.
- Chevron made up 0.23% of PFG Advisors's portfolio in Q2 2026, its #102 holding.
- PFG Advisors first reported a position in Chevron in Q4 2018 and has held it in 31 quarters since.
- PFG Advisors's Chevron position peaked at $7.72M in Q3 2025.
- 4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.